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YorkBridge Wealth Partners’s Cavco Industries CVCO Stock Holding History

YorkBridge Wealth Partners’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9
Closed -$2K – 769
2018
Q2 		$2K Buy
+9
New +$1.69K ﹤0.01% 771

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

YorkBridge Wealth Partners's CVCO Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Cavco Industries (CVCO) in Q3 2018, closing a stake of 9 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in CVCO in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 203 funds tracked by Wall St. Rank hold CVCO as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Cavco Industries position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 9 Cavco Industries shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Cavco Industries in Q2 2018 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Cavco Industries position peaked at $2K in Q2 2018.
  • 203 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.